To create a Custom text page, click on the 'Add Content' button and select the Custom text option. Once added, click on the page to edit, format, and add your desired text content.
The Custom text page is a versatile tool that can be utilized for various purposes. Here are a few examples:
- Investment Policy Statement (IPS): Easily incorporate your IPS within your PDF reports by simply adding it to the Custom Text page. This helps ensure that your investment strategy is clearly communicated to your clients.
- Advisor Commentary: Share your insights and expert commentary in PDF reports by utilizing the Custom Text page. This allows you to provide added value to your clients and demonstrate your expertise.
- Additional Disclosures: Include any additional disclosures that are relevant to your clients’ investments on the Custom Text page. This ensures compliance and transparency in your reporting.
Reusing a custom text page
Save the Custom text page as part of a template to preserve your customized text and formatting, eliminating the need to recreate it for each new PDF report.